Clark
Bellin
Bellwether Wealth
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About this Advisor
Clark Bellin is a financial advisor working out of South Bend, Nebraska with 4 years of relevant experience. Bellin is currently employed by Bellwether Wealth. Over the course of their career, Bellin has held roles at Ameritas Life Insurance Corp, Purshe Kaplan Sterling Investment, Nfp Securities, Kestra Financial Services, Inc and Bellwether Advisors, LLC Dba Bellwether Wealth. Bellin holds a Series 63 license, certifying them as a securities representative, and is approved to work in Louisiana, Nebraska and Texas. Bellwether Wealth is an advisory firm based in South Bend, NE. It oversees $455 million in total assets across its 952 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 952 customer accounts, 21% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually are based on the type of financial services. However, fees billed by Bellwether Wealth most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bellwether Wealth Brokerage Details
$454,674,905
7
952
$477,600
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Clark Bellin Work History
Clark has been registered as a financial advisor for 4 years.*
Purshe Kaplan Sterling Investment
Bellwether Advisors, LLC Dba Bellwether Wealth
Kestra Financial Services, Inc
Nfp Securities
Ameritas Life Insurance Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Clark Bellin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bellwether Wealth
South Bend, NE
South Bend, NE
South Bend, NE
South Bend, NE
South Bend, NE
South Bend, NE
Manchester, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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